SLI
Sumitomo Life Insurance Portfolio holdings
AUM
$3.65B
1-Year Est. Return
21.07%
This Fund
S&P 500
1 Year Est. Return
+21.07%
AUM
$3.65B
AUM Growth
+$431M
(+13%)
Holding
286
Top Buys
| 1 | +$401M | |
| 2 | +$40.2M | |
| 3 | +$21.4M | |
| 4 |
NVIDIA
NVDA
|
+$11.3M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$10.4M |
Top Sells
| 1 | +$164M | |
| 2 | +$15.7M | |
| 3 | +$9.59M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$8.41M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.43M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 5.49% |
| 3 | Communication Services | 4.38% |
| 4 | Healthcare | 3.45% |
| 5 | Consumer Discretionary | 3.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$335B
| $8.9M | 0.24% |
161,890
+12,583
|
|
||
52
T-Mobile US
TMUS
$240B
| $8.19M | 0.22% |
40,320
+777
|
|
||
53
MongoDB
MDB
$21B
| $7.89M | 0.22% |
+18,800
|
|
||
54
Cadence Design Systems
CDNS
$79.2B
| $7.38M | 0.2% |
23,600
+4,400
|
|
||
55
Zoetis
ZTS
$48.8B
| $7.35M | 0.2% |
58,443
-1,383
|
|
||
56
Sysco
SYY
$40.9B
| $7.03M | 0.19% |
95,418
+11,094
|
|
||
57
Visa
V
$591B
| $6.54M | 0.18% |
18,645
-6,000
|
|
||
58
Amphenol
APH
$165B
| $6.33M | 0.17% |
46,812
+247
|
|
||
59
Booking.com
BKNG
$134B
| $5.91M | 0.16% |
1,104
+6
|
|
||
60
Intuit
INTU
$122B
| $5.71M | 0.16% |
8,621
+485
|
|
||
61
American Express
AXP
$206B
| $5.66M | 0.16% |
15,303
+87
|
|
||
62
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.62M | 0.15% |
11,188
+97
|
|
||
63
Newmont
NEM
$119B
| $5.28M | 0.14% |
52,846
+41,606
|
|
||
64
Oracle
ORCL
$446B
| $5.08M | 0.14% |
26,061
-4,432
|
|
||
65
Applovin
APP
$155B
| $4.9M | 0.13% |
7,270
+47
|
|
||
66
CrowdStrike
CRWD
$112B
| $4.69M | 0.13% |
10,015
+63
|
|
||
67
Philip Morris
PM
$272B
| $4.58M | 0.13% |
28,529
+171
|
|
||
68
Affirm
AFRM
$15.6B
| $4.55M | 0.12% |
+61,100
|
|
||
69
Williams Companies
WMB
$89.6B
| $4.47M | 0.12% |
74,411
+4,635
|
|
||
70
AbbVie
ABBV
$388B
| $4.41M | 0.12% |
19,314
+3,954
|
|
||
71
Arista Networks
ANET
$168B
| $4.39M | 0.12% |
33,504
+176
|
|
||
72
Parker-Hannifin
PH
$112B
| $4.34M | 0.12% |
4,935
+16
|
|
||
73
Exxon Mobil
XOM
$651B
| $4.26M | 0.12% |
35,423
+306
|
|
||
74
Palantir
PLTR
$361B
| $4.16M | 0.11% |
23,411
+194
|
|
||
75
Trane Technologies
TT
$93.5B
| $4.13M | 0.11% |
10,620
+50
|
|